Schwab Strategic Tr us aggregate b shares owned by CFS Investment Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by CFS Investment Advisory Services
from 13F filings
Historical chart of CFS Investment Advisory Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by CFS Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 689k | 23.67 |
| 2025-06-30 | $16M | 681k | 23.24 |
| 2025-03-31 | $16M | 708k | 23.16 |
| 2024-12-31 | $16M | 701k | 22.70 |
| 2024-09-30 | $16M | 332k | 47.52 |
| 2024-06-30 | $15M | 333k | 45.58 |
| 2023-06-30 | $15M | 330k | 46.16 |
| 2022-06-30 | $12M | 259k | 47.87 |
| 2022-03-31 | $277k | 14M | 0.02 |
| 2021-12-31 | $14M | 272k | 52.72 |
| 2021-06-30 | $15M | 266k | 54.60 |
More positions owned by CFS Investment Advisory Services
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b